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Boeing- An Industry Leader Declaration

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This commentary is a follow-up to our previous Supply Chain Matters December commentary, Boeing Hits 2012 Delivery Target for 787 Dreamliner.  We noted reports that Boeing handed over 7 of the 787 aircraft to six customers during a 25 hour period in December, the classic “hockey stick” delivery method.  We questioned whether the milestone was part of an overall response to fulfilling a management mandated milestone. The final piece of this story came this past week in The Wall Street Journal article penned by aviation industry blogger Jon Ostrower, and no doubt influenced by the Boeing PR team, with the headline, Boeing Likely Reigns as No. 1 Aircraft Maker. (paid subscription or free metered view) The article reports that by delivering 601 aircraft in 2012, Boeing has likely topped Airbus for the title of world’s largest aircraft manufacturer. It turns out that this output exceeded Boeing’s guidance for between 585-600 […]

The Real Headline for the Global Automotive Industry in 2013

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It has been interesting to view the slant of business media coverage these past few days over the topic of the global automotive industry. In Europe, which can be best manifested by coverage of the Financial Times, last week’s headline was that for the first time, according to estimates provided by FT and five forecasting groups, China would outstrip Europe in global auto production in 2013.  China’s collective auto makers have plans to produce 19.6 million light vehicles compared with Europe’s current plans to produce 18.3 million units. In 2012, industry estimates are that China produced 17.8 million units while Europe produced 18.9 million units, a 6.2 percent reduction over 2011. However, in our view, the real headline for Europe is that the industry that commanded 35 percent of global production in 2001 is on course to produce just 20 percent of production in 2013 as it continues to deal […]